HelpReports

Reports

P&L, Balance Sheet, Cash Flow, Tax and custom reports.

Cash Flow Statement
Understand your cash inflows and outflows.
Custom Reports
Create tailored reports using the AI CFO feature.
Profit & Loss (P&L)
The income statement — revenue minus expenses equals profit.
Save & Schedule Reports
Save a report configuration and schedule it for email delivery.
Statement of Financial Position (Balance Sheet)
A snapshot of your assets, liabilities, and equity on a specific date.
Tax Reports
Generate VAT returns, PAYE reports, and annual tax computations.
Trial Balance
A diagnostic report showing each GL account's debit or credit balance.

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